Advisory Agent, Member and Client Experience

1 week ago

Acton Vale, Canada Desjardins Full time

The work mode arrangement for the position is full-time on site.

As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote the organization's cooperative values through the support you provide. You support and provide advice to members and clients about their banking transactions. You promote all Desjardins products and services, and the various distribution channels available. You are attentive to members' and clients' needs so you can offer them personalized solutions. You identify business opportunities, and refer members and clients to colleagues who can help them with specialized needs. You are a proud ambassador of digital solutions and you advise members and clients on their use. You ensure that financial transactions go smoothly, while addressing any issues that may arise. You provide information and support on the use of technological tools, while sharing advice about prevention and safety. More specifically, you will be required to:

- Contribute to business development and maintain business relationships through service delivery and activities.
- Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
- Stay on top of the latest standards, products and services in your field.
- Uphold compliance, security and risk management standards.

**What we offer**
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment

**What you bring to the table**
- High school diplomas in a related field
- A minimum of two years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of all counter and convenience products and services
- Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels and as well as those of competitors
- Knowledge of integrating data into systems
- Knowledge of security measures, legal framework and internal controls
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of service standards

Curious about this profession? Click here

LI-Onsite

**Trade Union (If applicable)**

At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

**Job Family**

Member/client sales and service (FG)
**Unposting Date**

2025-04-29

  • Agent(E) Aux Pièces

    16 hours ago

    Acton Vale, Canada SSTA Full time

    **Agent(e) aux pièces -Acton Vale** Vous êtes une personne d'équipe, ayant le sens de l'organisation et plein d'initiative? Le Groupe Côté est présentement à la recherche d'un(e) agent(e) aux pièces pour notre entreprises SSTA. Vous serez responsable de répondre aux demandes des clients concernant les pièces, fournir des informations sur la...

  • Desjardins Financial Services Sales Rep

    7 days ago

    Acton, Canada Richard Demille - Desjardins Insurance Agent Full time

    Financial Services Sales Advisor - Desjardins Agent Team Member Location: OAKVILLE, ONT Type: Full Time, Permanent Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a Desjardins Insurance Agent is the career for you! Responsibilities: Develop leads, schedule appointments,...

  • Agent-conseil ou Agente-conseil, Expérience Membre Et Client

    1 week ago

    Acton Vale, Canada Desjardins Full time

    Le mode de travail s’appliquant au poste est temps plein sur site_._ À titre d’agent(e)-conseil, expérience membre et client à la Caisse Desjardins de la Vallée d'Acton, vous veillez à rehausser l’expérience de nos membres et clients et vous vous assurez de leur satisfaction. Ceci passe, entre autres, par votre accueil bienveillant, par votre...

  • Agent(E) de Crédit

    16 hours ago

    Acton Vale, Canada Beaulieu International Group Full time

    **AGENT(E) DE CRÉDIT** **CE QUE NOUS RECHERCHONS ? QUELQU'UN CAPABLE DE FAIRE DISPARAÎTRE LES RETARDS DE PAIEMENT** Et quelqu’un de rigoureux et minutieux dans ses suivis Dans notre équipe, nous savons que le respect des délais de paiement est un art. Et pour que nos clients respectent les délais, nous avons besoin de ton expertise ! Nous...

  • Banking Advisor

    1 week ago

    Acton Vale, Canada National Bank of Canada Full time

    Youtube Video A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleagues. You’ll adopt a friendly approach and use your analytical skills in order to offer a people-centric experience for branch clients. This role...

  • Client-Focused Wealth Advisor

    2 weeks ago

    Acton Vale, Canada Desjardins Full time

    A financial cooperative in Montérégie is looking for a Wealth Management Advisor to develop lasting relationships with clients. The role involves advising clients, managing their financial strategies, and ensuring satisfaction. Applicants should have a Bachelor's degree, relevant experience, and knowledge of financial products. This full-time entry-level...

  • Hybrid Wealth Advisor: Client Strategy

    2 weeks ago

    Acton Vale, Canada Desjardins Group Full time

    A leading financial services organization in Canada is seeking a Wealth Management Advisor responsible for developing strong relationships with clients. The ideal candidate will provide tailored financial advice, stay abreast of market trends, and ensure exceptional client satisfaction. Key qualifications include a Bachelor's degree, relevant experience, and...

  • Wealth Management Advisor

    2 weeks ago

    Acton Vale, Canada Desjardins Full time

    We invite you to apply for the Wealth Management Advisor position at Desjardins. Overview As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits...

  • Wealth Management Advisor

    2 weeks ago

    Acton Vale, Canada Desjardins Group Full time

    As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their...

  • Wealth Management Advisor

    1 week ago

    Acton Vale, Quebec, Canada Desjardins Full time

    As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they're satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial...